See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $23,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,503 | $63,114-5.7% | $92,893-35.9% | $65,185-8.7% |
| Participation rate | 58.7% | 68.8%-10.1pp | 76.0%-17.3pp | 70.2%-11.5pp |
| Annual return | 11.39% | 28.75%-17.4pp | 109.41%-98.0pp | 29.38%-18.0pp |
| Employer contribution / active EE | $315 | $2,571-87.8% | $3,653-91.4% | $2,177-85.5% |
| Participant deferral / active EE | $2,222 | $3,108-28.5% | $4,236-47.5% | $3,514-36.8% |
| Admin fee / account holder | $301 | $624-51.7% | $5,794-94.8% | $847-64.5% |